Laidlaw Wealth Management LLC Options Holdings

Laidlaw Wealth Management LLC

  • $170 Million
  • Q1 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
ELV
Elevance Health, Inc.

Healthcare
PUT
$3,000
6
Q4 2023
New holding
URA
Global X Uranium ETF

ETFs
CALL
$4,000
146
Q4 2023
New holding

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $170 Million
  • Prior Value $273 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 14 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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